Certificates & records
22 current record types, review and signature workflows, company numbering and linked warning notices where supported.
Explore gas certificate software ↗︎ BUILT ON 27 YEARS IN THE TRADEGAS & HEATING ENGINEER SOFTWARE
Professional
paperwork.Made easy.
Made yours.
Gas certificates, quotes and invoices.
Your company name. Your professional finish.
7 days free. No card needed.Up to 2 engineers included.
THE FINISHED ARTICLEFICTIONAL SAMPLES
A proper record of the job. Your business details built in.
A4 PDF · YOUR COMPANY NAMEONE ESSENTIAL ACCOUNT
From the quote.
To the record. To the invoice.
For UK gas and heating engineers who want their business details on professional paperwork. Prepare supported drafts free, then use the Essential package to issue numbered customer documents and download A4 PDFs.
Company-branded quotes
Customer details, itemised work, optional VAT, a validity date, notes and terms. Prepare the price, then issue the quote.
Explore quote software ↗︎
Invoices for the work
Choose the due date, use saved bank details, or record cash already paid on site with zero balance and no bank details.
Explore invoice software ↗︎These previews contain fictional details. View the original samples before choosing your paperwork.
YOUR PAPERWORK. FROM START TO FINISH.
Watch how
Essential works.
Take a guided look around the actual product. Company setup, an optional quote, the record your job needs and an invoice when you need one.
Actual Essential screens · Fictional company and job details
Read the transcriptThe current product tour includes a dated offer and is no longer available. Explore the actual document samples and current Essential pricing below.
Try the tools free. Save supported drafts with a free account. Choose Essential for numbered customer documents, PDF downloads and sending through your connected company email.
YOUR BUSINESS. ON THE PAGE.
See your name
on the paperwork.
Try your company name on a fictional certificate, quote or invoice. No account needed.
Make it yours
Your business, in printPersonalised illustrations
Oakfield Heating Ltd
COMPANY-BRANDED PAPERWORKLandlord gas safety record
FICTIONAL EXCERPTREFERENCE: SAMPLE
- Customer / installation
- Casey Sample
24 Fictional Close
Exampleton, EX2 3CD - Engineer / company
- Jordan Example
Oakfield Heating Ltd
Fictional details for illustration
APPLIANCE & WORK DETAILS
| Appliance | Location | Record |
|---|---|---|
| Example boiler | Kitchen | Fictional illustration |
Additional notesIllustration of how your business details appear alongside the job information. No inspection, readings or safety assessment have been recorded.
The full Essential form includes its relevant questions, review and signature workflow. This is an abbreviated layout illustration, not a completed certificate.
SAMPLE · FICTIONAL DETAILS
NOT VALID FOR A REAL JOBNO SIGNATURES
PERSONALISED ILLUSTRATION
NOT VALID FOR A REAL JOBNO SIGNATURES
PERSONALISED ILLUSTRATION
Oakfield Heating Ltd
COMPANY-BRANDED PAPERWORKQuotation
FICTIONAL EXCERPTREFERENCE: SAMPLE
- Customer details
- Casey Sample
24 Fictional Close
Exampleton, EX2 3CD - Prepared by
- Oakfield Heating Ltd
Example work description
Fictional prices for illustration
ITEMISED WORK
| Description | Amount |
|---|---|
| Example service visit | £85.00 |
| Example materials | £45.00 |
Illustrative total£130.00
Validity & termsExample: valid for 30 days. Agree the work before proceeding. VAT has not been added to this illustration.
SAMPLE · FICTIONAL DETAILS
NOT AN OFFER FOR REAL WORKNO CUSTOMER RECORD
PERSONALISED ILLUSTRATION
NOT AN OFFER FOR REAL WORKNO CUSTOMER RECORD
PERSONALISED ILLUSTRATION
Oakfield Heating Ltd
COMPANY-BRANDED PAPERWORKInvoice
FICTIONAL EXCERPTREFERENCE: SAMPLE
- Customer details
- Casey Sample
24 Fictional Close
Exampleton, EX2 3CD - Issued by
- Oakfield Heating Ltd
Payment terms: 30 days
Fictional details for illustration
WORK RECORDED
| Description | Amount |
|---|---|
| Example service visit | £85.00 |
| Example materials | £45.00 |
Illustrative amount due£130.00
Payment detailsYour saved company payment details can appear on supported invoices. No bank details are entered here. VAT has not been added to this illustration.
SAMPLE · FICTIONAL DETAILS
NO PAYMENT IS REQUESTEDNO CUSTOMER RECORD
PERSONALISED ILLUSTRATION
NO PAYMENT IS REQUESTEDNO CUSTOMER RECORD
PERSONALISED ILLUSTRATION
Personalised illustrations of document excerpts, not generated customer documents. Open the original A4 samples below to inspect actual Essential output.
No account needed for this preview. Your entry stays on this page: it is not sent or saved. Enter a company name only; all other details are fictional.
Your company and engineer details belong on your paperwork. In Essential, save them in Company setup for supported documents.
Create your free account
Save supported drafts free. Try numbered customer documents and package PDFs during your seven-day trial, then choose a subscription. Existing access grants remain valid. This preview does not create a record or PDF.
Inspect the actual Essential output.These original fictional samples keep their Oakfield details; your preview name does not change the PDFs.
BUILT AROUND YOUR WORK
Natural gas + LPG + Unvented + Renewables
LESS REPEATED ADMIN BETWEEN JOBS
Company details entered once.
Ready for the next record.
Save your business details, choose the engineer and record the work. Essential carries the company information into the certificate, so you can concentrate on the visit details and readings.
- 01
Your business details on the document.
Add your trading name, business address, contact information and relevant registration details. New records use your company profile, rather than Essential’s details.
- 02
Room to grow your team.
Save your engineers and their licence details. Select the person carrying out the job and carry their information into the document. Up to 2 engineers are included; each additional engineer costs £9.99/month.
- 03
Review the answers. Keep the record.
Record the appliances, readings and findings, then review the answers. Confirm your answers, record the optional customer acknowledgement, then complete the engineer signature to create a numbered record and its A4 PDF. Keep related warning notices linked.
Your certificate numbers, in order.
Your certificate prefix and numbering carry across your company’s records.
Find the record behind the job.
Keep customers, saved documents and the original calculator snapshot in one workspace.
Finished PDFs. A separate backup.
Download a backup to keep a separate copy of your work. Package access includes calculator PDF and report downloads.
BUILT ON THE TOOLS
27 years in the trade.
A better way to finish the paperwork.
Essential was founded by James Donner, a UK heating engineer who started in the trade at 18. That hands-on experience is behind Essential Heating Services Limited and the software we have opened up to other engineering businesses.
We built Essential around the work: a quote when the customer needs a price first, the right record for the job, and an invoice with your company details already in place. Not every job needs every document. Choose the paperwork you need.
Meet the business behind Essential ↗︎LESS REPEATING. MORE GETTING ON.
Your business details.
Ready for the next job.
See when your work is saved.
Certificate drafts save as you enter answers. A clear status tells you when your company account has confirmed the save, with browser recovery and backup export for extra protection.
22 records. One workspace.
Natural gas, LPG, non-domestic, unvented hot water and renewable-heating records. Inspect the actual A4 samples and choose the record that fits the job.
Explore all 22 record types ↗︎Take the customer details with you.
Open a completed certificate and start a quote or invoice with its customer and property details filled in. Add your items and prices, check the billing recipient, then review and issue.
Explore invoices ↗︎Free tools for the trade.
Use the gas rate calculator and independent IGEM/UP/1B tightness-testing and installation-volume tools without an account. Save supported IGEM results with a free account.
Open the free calculators ↗︎Two engineers, included.
Your base package includes up to two engineers, with extra places available as your team grows. One company workspace keeps the business details and saved work together.
See current prices ↗︎Your own paperwork. Seven days free.
Try numbered certificates, quotes, invoices and package PDF downloads with your company branding. No card needed and no automatic charge when the trial ends.
Start your free trial ↗︎YOUR TRADE. YOUR TOOLKIT.
Certificates for your company.
All in one package.
Explore 22 record types across natural gas, LPG, unvented hot water and renewable heating, with your company and engineer details built in.
Natural gas
10 record types- Landlord gas safety record
- Homeowner gas safety record
- Gas appliance service & repair
- Gas installation & commissioning
- Gas tightness test record
- Gas warning notice
- Gas visual inspection record
- Non-domestic gas work record
- Commercial catering gas record
- Gas access attempt record
LPG
6 record types- LPG landlord gas safety record
- LPG appliance service & repair
- LPG installation & commissioning
- LPG mobile catering record
- LPG leisure accommodation record
- LPG bulk installation observations
Unvented hot water
2 record types- Unvented cylinder commissioning
- Unvented cylinder service
Renewables
4 record types- Air Source Heat Pump Service Record
- Solar thermal commissioning
- Solar thermal service record
- Renewable heating handover
Find the record for your job, inspect the sample, and make it yours with your company and engineer details.
IGEM/UP/1B CALCULATOR
A dedicated home
for your IGEM/UP/1B
calculations.
Go straight to the standalone IGEM/UP/1B Calculator and calculate without an account. Create your free account to save your results and reopen them when you need them.
FREE ACCOUNT Save results. Reopen your work.
ESSENTIAL PLANPDFs and report downloads included in Essential from £24.99/month for up to 2 engineers.
Also in your toolkit: Free gas rate calculator
A free account saves your results. View subscription and download access in Your account.
Independent Essential tool. Not affiliated with or endorsed by IGEM. The calculation supports a competent engineer and does not replace the full standard or required procedure.
01 Your installation inputs
02 The calculation snapshot
03 A record in your workspace
TIGHTNESS TESTING · INSTALLATION VOLUME · RECORDSALL YOUR ESSENTIALS. ONE PACKAGE.
Your whole toolkit.
One clear price.
Natural gas, LPG, unvented and renewables, plus quotes, invoices and supported calculator PDF/report downloads. All four modules included in Essential for £24.99/month. Up to 2 engineers are included; each additional engineer costs £9.99/month.
INTRODUCTORY PRICING
£269.89 upfront for 12 months — 10% less than 12 monthly payments. The base package includes up to two engineers; each additional engineer is £9.99/month or £107.89 upfront per year. Introductory base prices until 31 December 2026. Subscribe before 1 January and keep your introductory base price for as long as your subscription stays active. From 1 January 2027, new base packages cost £31.24/month or £337.36 upfront for 12 months — a 25% increase, rounded to the nearest penny. Additional engineers remain £9.99/month or £107.89/year each.
Published pricing. Choosing a plan creates an account and saves your preference. Free accounts and saved preferences do not reserve a subscription price. Review subscription and payment availability in Your account.
THE DETAILS, UP FRONT
Good questions.
Can I work with poor signal?
Keep an already-open certificate tab open if the signal drops. Essential tries to keep a browser recovery copy and shows whether cloud saving has been confirmed. Reconnect before leaving the page. Numbering, cloud synchronisation and email need an internet connection; this is not a full offline app. If neither saving method is available, editing pauses and you can export a backup.
What is needed before creating a certificate?
Choose the record for the job, enter the findings, review your answers and add the engineer’s final signature. You can record a customer acknowledgement where available. An active trial, subscription or existing access grant unlocks numbered documents and package PDFs.
Can I add more than one engineer?
Yes. Up to 2 engineers are included; each additional engineer costs £9.99/month. Save each engineer’s relevant licence details, then select the engineer for each job to include their information in the certificate. Account access and team invitations are managed separately by the company owner.
Is the tightness calculator a separate tool?
It has its own dedicated address, but it is part of the same Essential service. Calculate on screen without an account. Sign in with your Essential account to save supported results, then use the same package for report downloads.
What is free, and what needs a subscription?
The gas rate calculator and on-screen IGEM/UP/1B calculations are free. A free account saves supported certificate drafts, quotes, invoices and IGEM results. An eligible company can try issuing numbered documents and package downloads for seven days without a card, then choose a subscription. Gas rate results remain temporary on the current page.
What happens after I choose a package?
Create your account, confirm your email and add your company and engineer details. The company owner can then start the seven-day trial from Your account. No card is needed and no automatic charge is made when it ends. To continue issuing documents afterwards, choose and confirm a subscription.
Can I keep a copy of my work?
Yes. Export a backup from My documents to keep a separate copy of certificate and calculator work. Quotes and invoices have their own backup export. Keep these files private. Download finished A4 PDFs while your subscription, trial or existing access grant permits it.
PUT YOUR COMPANY DETAILS TO WORK
Make your paperwork
look the business.
Create your free account
Set up your company and engineers, then create your next record.
No payment required to register.
FREE ENGINEER TOOLS
Start with a calculation.
Keep the paperwork together.
Gas rate
Metric meter readings or imperial test dials, m³/h and gross/net heat input in kW. No account needed. The current-page results list is temporary; it is not saved to your account and does not generate a PDF.
Use the free gas rate calculator ↗︎IGEM/UP/1B
Free on-screen tightness calculations. Save supported results with a free account; numbered reports and PDF downloads are included in Essential.
Use the free IGEM/UP/1B calculator ↗︎Installation volume
Bring the available pipe lengths, sizes and meter inputs together in the IGEM tool. Installation volume is distinct from pipe sizing.
Explore gas installation volume ↗︎Independent tools with stated assumptions and limits. They support the engineer; they do not replace current standards, procedures or competent judgement.
Get your first document ready.
Set up your company and engineers, prepare a supported draft and inspect the samples. Start your seven-day trial to issue and download customer documents, then choose a subscription to continue.